Global Macro/Markets:
- Major economies out of sync – Sober Look
North America:
- Another Dumb Idea: “Eminent domain” for Underwater Mortgages – Calculated Risk
- Fed Will Need Treasury’s Help Exiting QE – Business Insider
- BofA Put Toxic Debt in Bond as Staff Resisted, U.S. Says – Bloomberg
- Washington Edges Warily Into Housing – New York Times
- The Fed’s Terminal Dilemma: When to Begin ‘the Great Unwind’ – pbs.org
Europe:
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- BOE won’t raise rates until unemployment falls below 7% – The AFR
- Chancellor’s response to the Monetary Policy Committee’s assessment ‘Monetary policy trade-offs and forward guidance’ – gov.uk
- Interest rates to remain low until well after 2015 election, says Carney – theguardian.com
- Analysis: Euro and emerging economies and equities switch tracks – Reuters
- Monetary Policy and the Eurozone – diw.de
- Why It’s Time to Pay Attention to Europe Again – blackrockblog.com
Asia:
- China’s Coming Collapse – yardeni.com
- China and Party Will Collapse By 2016, Says Hong Kong Media – theepochtimes.com
Local:
- Housing policy: more than just rate cuts – News.com.au
- The political stupidity of GST reform – Business Spectator
- BHP’s Mackenzie walks into a low-cost slowdown – Business Spectator
- BHP shuns China iron ore price cut plea – The Australian
- Dudded by damn lies and statistics – The Age
- Coalition’s tax cuts artithmetically challenged – The Age
- First home buyers struggle with house prices – The AFR
- Business row over GST, parental leave – The AFR
Other:
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- FRB: How is the Federal Reserve System structured? – Federal Reserve
